Original filing (PDF)20250916175805NAL0002228049001

ROBERT KLEINMAN, CPA PC

Name: ROBERT KLEINMAN, CPA PC — ROBERT KLEINMAN, CPA PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT KLEINMAN, CPA PC

Form 5500-SF

FILING_RECEIVED

ROBERT KLEINMAN, CPA PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT KLEINMAN, CPA PC.

Plan sponsor

Name

ROBERT KLEINMAN, CPA PC

EIN

45-2157556all filings

Address

611 BEDFORD AVENUE · BROOKLYN, NY · 11211

Phone

(718) 963-2111

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

GILMORE & GILMORE CPA'S PC

GILMORE & GILMORE CPA'S 401(K) PROFIT SHARING PLAN

$879K · 4 participants

CAMPBELL & COMPANY CPAS PA

CAMPBELL & COMPANY CPAS PA 401K

$879K · 22 participants

RAFTER LEWIS & ASSOCIATES LLC

RAFTER LEWIS & ASSOCIATES LLC 401(K) PLAN

$878K · 16 participants

JAMES MAGNO CPA LLC

JAMES MAGNO CPA LLC 401(K)P/S PLAN

$880K · 11 participants

NA N. WEN CPA, INC.

NA N. WEN CPA, INC. 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.